bank sales representative

First Citizens Bank

<div>Overview:
<div>
At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.</div><div></div><div> 
The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.</div><div></div><div> 
The successful candidate will demonstrate:</div><div>
Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation</div><div>
Customer Service Skills: Demonstrates professionalism and empathy in customer interactions</div><div>
Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist</div><div>
Adaptability: Has the ability to learn and adapt quickly to new information and technology</div><div>
Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships</div><div>
Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently</div> 
<div></div>
Responsibilities:
<ul><li>Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.</li><li>
Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.</li></ul>
Qualifications:
<div>
High School Diploma or GED and 6 months customer service, cash handling</div><div></div><div> 
Preferred Area of Experience: Sales, prior banking experience</div><div></div><div> 
Skill(s): Financial literacy, Knowledge of retail banking products and services</div><div></div><div> 
The base pay for this position is generally between $20.00 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law.For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.</div><div></div><div> 
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.</div></div>

Bank Sales & Service Representative (Universal Banker)

Associated Bank

<div>At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
We invite you to view the opportunity below.
 
 
Under direct supervision of Branch Management, responsible for recommending Associated Bank products to existing customers and prospects. Responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and lending products and services. Provide exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests. Support the operational integrity of the branch. Must have the ability to use and demonstrate all customer channels including digital technology. Achieve individual and branch team goals. The colleagues in this role may be asked to work multiple branch locations to support a culture of flexibility and mobility to meet the expectations of our branch and customers.
 
 
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
 
 
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.
This person will also:
<ul><li>Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures. Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
</li></ul><ul><li>Open deposit and loan accounts, verify and process changes to existing accounts, answer customer questions and resolve related account problems. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued.
</li></ul><ul><li>Maintain sufficient proficiency and accuracy in Teller operations to perform all teller related transactions while exceeding customer expectations.
</li></ul><ul><li>Assist the Bank Manager as needed and act as a mentor and trainer for other Bankers within an office or region. May perform some sales coaching activities and helps prepare reports and sales aids. Participate in community and business functions/group to ensure a positive image for the bank within their market place.
</li></ul><ul><li>Opening or closing of retail bank, performing routine functions in preparation of the start or end of day&rsquo;s activities including ATM balancing and/or servicing.
</li></ul>Review the qualifications listed below:
Education
<ul><li>High School or equivalent combination of education and experience. Required
</li></ul>Experience
<ul><li>2-4 years Customer facing sales and/or service experience. Required
</li></ul><ul><li>2-5 years Working in a sales and goals based environment with strong customer service focus. Preferred
</li></ul>Licenses and Certifications
<ul><li>Other Banker Certification by start date. Required
</li></ul>We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
<ul><li>Retirement savings including both 401(k) and Pension plans.
</li><li>Paid time off to volunteer in your community.
</li><li>Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
</li><li>Competitive salaries with professional development and advancement opportunities.
</li><li>Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
</li><li>Personal banking, loan, investment and insurance benefits.
</li></ul>Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook , LinkedIn and X .
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank&rsquo;s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish . Know Your Right to Work English or Spanish .
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour</div>

Community Banker II

<div>At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
We invite you to view the opportunity below.
 
 
Under direct supervision of Branch Management, responsible for recommending Associated Bank products to existing customers and prospects. Responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and lending products and services. Provide exceptional customer service through efficient and accurate processing of customer transactions and fulfilling service requests. Support the operational integrity of the branch. Must have the ability to use and demonstrate all customer channels including digital technology. Achieve individual and branch team goals. The colleagues in this role may be asked to work multiple branch locations to support a culture of flexibility and mobility to meet the expectations of our branch and customers.
 
 
This position requires a credit check per 12 CFR Chapter X, Part 1026, Truth in Lending, Regulation Z.
 
 
Operates in full compliance with internal policies and procedures as well as applicable regulations and laws, including but not limited to Bank Secrecy Act/Anti-Money Laundering and S.A.F.E. Act requirements. Must submit required information to meet registry requirements, obtain a unique identifier, and maintain the registration requirements as directed by the S.A.F.E Act.
<div></div><div><div><div><div><div><div><div><div><div>This person will also:
<ul><li>Recommend bank products to new and existing customers, following the company sales process while accurately following established bank procedures. Identify needs and refer customers to business partners within and across lines of business who can best meet those needs.
</li></ul><ul><li>Open deposit and loan accounts, verify and process changes to existing accounts, answer customer questions and resolve related account problems. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued.
</li></ul><ul><li>Maintain sufficient proficiency and accuracy in Teller operations to perform all teller related transactions while exceeding customer expectations.
</li></ul><ul><li>Assist the Bank Manager as needed and act as a mentor and trainer for other Bankers within an office or region. May perform some sales coaching activities and helps prepare reports and sales aids. Participate in community and business functions/group to ensure a positive image for the bank within their market place.
</li></ul><ul><li>Opening or closing of retail bank, performing routine functions in preparation of the start or end of day&rsquo;s activities including ATM balancing and/or servicing.
</li></ul>Review the qualifications listed below:
Education
<ul><li>High School or equivalent combination of education and experience. Required
</li></ul>Experience
<ul><li>2-4 years Customer facing sales and/or service experience. Required
</li></ul><ul><li>2-5 years Working in a sales and goals based environment with strong customer service focus. Preferred
</li></ul>Licenses and Certifications
<ul><li>Other Banker Certification by start date. Required
</li></ul></div></div></div></div></div></div></div></div></div>We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
<ul><li>Retirement savings including both 401(k) and Pension plans.
</li><li>Paid time off to volunteer in your community.
</li><li>Opportunities to connect with others through our diversity-focused Colleague Resource Groups.
</li><li>Competitive salaries with professional development and advancement opportunities.
</li><li>Bonus benefits including well-being programs and incentives, parental leave, an employee stock purchase plan, military benefits and much more.
</li><li>Personal banking, loan, investment and insurance benefits.
</li></ul>Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest. Join our community on Facebook , LinkedIn and X .
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank&rsquo;s anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contact leavesandaccommodations@associatedbank.com if you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify Notice English or Spanish . Know Your Right to Work English or Spanish .
Associated Bank is Pay Transparency compliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$17.00 - $28.96 per hour</div>

Community Banker I

Citizen's Bank of Central Indiana

<div>Summary of Job Responsibilities:
Under general supervision, and in line with established policies and procedures, serves as a primary service and sales contact for all Bank customers. Executes a variety of basic entry level functions, including but not limited to, processing everyday transactions, creation of monetary instruments, referring customers into checking, savings and other account-based products, and helping customers identify and adopt solutions to protect their money from fraud. 
 
Essential Duties:<ul><li>
Is accountable for representing the bank to the customer in a courteous, professional manner, and for engaging in behaviors that will advance the customer's relationship with the bank.</li><li>
Processes all other bank-related transactions in accordance with deepening the customer relationship. Practices strong Know-Your-Customer (KYC), with the aim of becoming a trusted advisor to all members of the community</li><li>
Handles cash and negotiable instruments with a keen eye for accuracy and fraudulent activity.
</li><li>Cross-sells bank services in accordance with individual and branch performance goals.</li><li>
Operates in a team environment and provides excellent customer service.</li><li>
Responsible for the completion of tasks necessary to secure company assets.</li><li>
Uphold the customer and employee service standards established</li><li>
Accurately opens personal deposit accounts and completes higher level customer requests in accordance with bank standards.</li></ul> 
Skills and Abilities Required:<ul><li>
The ability to communicate, speak clearly, and demonstrate a high level of interpersonal skills necessary to represent the bank in dealing with customers.</li><li>
Strong computer skills with both desktop and handheld platforms. Effective at using and navigating apps.
</li><li>Ability to exercise critical thinking skills.
</li><li>Preference of one year of experience in a consultative sales environment.</li></ul> 
Minimum Requirements:<ul><li>
A high school diploma or equivalent.
</li><li>The ability to read, write, and speak English; count currency and coin; and to perform simple arithmatic calculations.
</li><li>Successful completion of credit check, drug screen, and background check.</li><li>
Flexible schedule Monday-Friday and Saturday morning availability.</li>
Two years of customer service experience OR completion of internal Banker Pathway I. 
<li>
</li></ul> 
Working Conditions:<ul><li>
Minimum discomfort from noise, heat, dust, and other causes.</li><li>
Required to stand for long periods when providing customer services
</li><li>Exposed to potential robbery conditions. Receives detailed instructions and procedures to be followed to minimize the risk.</li><li>
The ability to lift and carry cash drawers and coin bags (up to 25 pounds).</li></ul></div>

Banker I

North Shore Bank

<div>North Shore Bank is about helping families thrive, businesses grow and communities flourish. We are dedicated to championing our customers, empowering them to bank their best life, and supporting the community we all share. And it&rsquo;s our employees that make the difference. With offices located throughout eastern Wisconsin and northern Illinois, we offer a work culture that has been recognized as a Top Workplace thirteen times by the Milwaukee Journal Sentinel. 


As a mutual company, North Shore Bank isn&rsquo;t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. Are you looking for a company that places long-term growth ahead of short-term profits? Where you can put your customers first and think creatively to solve challenges? Where respect, integrity and being true to your word are valued and rewarded? This is the place. 


SUMMARY:

Responsible for actively promoting and selling North Shore Bank products and services, building account relationships and performing Teller duties. Performs sales support activities for sales area of the branch. On average, a minimum of 50% of activities will be devoted to sales and sales support. Perform office and administrative duties as assigned to support operational needs. Some Associate Bankers are assigned as Area Associate Bankers; staff in these roles are assigned a number of branch locations to support. 


ESSENTIAL DUTIES AND RESPONSIBILITIES North Shore Bank's Position Descriptions are intended to describe only the major responsibilities of the job. You may be expected to perform other duties specified by your manager. Everyone is expected to contribute whatever efforts necessary to operate efficiently and effectively to insure the success of North Shore Bank. 


SALES
<ul>
<li>Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures.</li>
<li>Has an appropriate blend of Teller referrals and production as required at branch level to achieve referral and point goals.</li>
<li>Provides basic information on consumer loan products; refers potential consumer loan customers to an appropriate individual.</li>
<li>Recognizes additional customer opportunities and provides qualified referrals to all branch business partners.</li>
<li>Uses the internal prospect lists to make outbound calls. Participates in any call initiatives.</li>
<li>Provides quality, personalized service to ensure customer satisfaction and retention.</li>
<li>Provides timely follow-up to clients by telephone, written correspondence, or personal contact.</li>
<li>Strategizes with Branch Manager and Personal Banker for achievement of production goals.</li>
<li>Follows North Shore Bank sales processes.</li></ul> 


SALES SUPPORT
<ul>
<li>Performs duties as a Teller and New Accounts area as required for branch and customer demands.</li>
<li>Completes required customer files, documentation, and paperwork. Provides documentation/ paperwork support to personal banking area.</li>
<li>Researches and follows up on incomplete/missing documentation.</li>
<li>Assists customers in statement balancing and research.</li>
<li>Prepares documents for re-titling of accounts.</li>
<li>Provides any other sales support as required.</li>
<li>Actively participates in sales, product knowledge, and service meetings.</li></ul> 


OPERATIONS
<ul>
<li>Runs transactions efficiently and accurately, and monitors own work for quality and quantity.</li>
<li>May open/close branch as required.</li>
<li>Follows standard operating procedures and security procedures.</li>
<li>Answers questions from prospects or customers and directs customers to proper employees for answers to more complex problems and inquiries.</li>
<li>Handles complex and non-routine inquiries by Tellers and customers concerning bank policy and operating procedures; researches and solves customer problems, referring more difficult situations to the manager.</li>
<li>Displays good business judgment when waiving fees or negotiating deposit rates within established bank guidelines.</li>
<li>Consistently performs North Shore Bank customer service standards with both external and internal customers.</li></ul> 


QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


COMPLIANCE REQUIREMENTS: May be required to register and maintain loan originator license through the Nationwide Mortgage Licensing System and Registry. Submit fingerprints, update registry and complete annual training required of licensed individuals. 


EDUCATION and/or EXPERIENCE: High school education or equivalent and one year related sales and service experience required. Must have an interest in sales and exceptional customer service skills. Must have good working knowledge of personal deposit products and services and basic knowledge of our consumer loan products. Requires basic financial acumen. Requires proficiency with various computer systems and similar technology. 


PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


While performing the duties of this job, the employee is regularly required to stand, walk, sit, and talk or hear. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. Area Associate Bankers require the ability to drive to any North Shore Bank branch location. 


WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 


The noise level in the work environment is usually moderate.</div>

Associate Banker - PAY STARTING AT $18.50/HR+ DOE

Andover Bank

<div>POSTION SUMMARY
The Client Service Representative I is an entry level retail employee responsible for maintaining an accurate record of a cash drawer and understanding the basic functions of the banking center and customer service. Duties and responsibilities include the following:
ESSENTIAL DUTIES AND RESPONSIBILITIES<ul><li>
Regular onsite attendance</li><li>
Flexible to work at other locations as needed</li><li>
Ability to work well with others in a team environment</li><li>
Provides accurate, efficient and exceptional customer service to internal and external customers</li><li>
Maintains knowledge of bank regulations, security and compliance responsibilities, products, policies, procedures and meets deadlines</li><li>
Satisfactorily completes all training required for the position</li></ul>
Profitability - The Client Service Representative I assists in the branch initiatives impacting the banking center&rsquo;s profitability.
<ul><li>Teller Window- Accountable for accuracy with cash, checks and customer transactions. Maintains a neat and orderly work area.</li><li>
Operations- Follows confidentiality guidelines and understands basic bank procedures.</li><li>
Sales- Accountable for own referrals.
</li><li>Products- Has a basic understanding of Andover Bank products and services.
</li><li>Goals- Achieves referral goals following Introductory period and helps with branch goals.</li><li>
Knowledge- Passes assigned tests and courses.</li></ul>
Customer Service<ul><li>
Fully understands Andover Bank&rsquo;s service standards and must meet or exceed them.</li></ul>
Career Path
At a minimum, a Client Service Representative I should strive to understand and master the following to be considered for a Client Service Representative II in a 9-12 month time frame. The following are recommendations and may not include all considerations required.
<ul><li>Vault back-up</li><li>
Basic customer account maintenance</li><li>
Assist with ATM</li><li>
Order checks</li><li>
Branch end of day procedures</li><li>
Satisfactory balancing records</li><li>
Meets or exceeds service standards</li><li>
Minimal to no errors on customer transactions</li><li>
Efficient customer transactions</li><li>
Contributes to the overall team goals.
</li><li>Other duties as assigned</li></ul>
SUPERVISORY RESPONSIBILITIES
This job has no supervisory responsibilities
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION/EXPERIENCE
High school diploma or general education degree (GED) required. Six months related sales or banking experience preferred.
LANGUAGE SKILLS
Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.
OTHER QUALIFICATIONS
Computer Skills: Ability to perform basic computer skills and operate computer programs. Proficient in Microsoft Word and Excel.
Customer service skills
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand; walk; or climb; and stoop, kneel or crouch. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus
WORKING ENVIRONMENT/CONDITIONS
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
No hazardous or significantly unpleasant conditions (such as a typical office)</div>

Part Time Client Service Rep I

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Bank Sales & Service Representative (Universal Banker)

Community Banker II

Community Banker II

Community Banker I

Banker I

Associate Banker - PAY STARTING AT $18.50/HR+ DOE

Part Time Client Service Rep I